Excelling in the family office and business strategy sector.

What you get

Our Group incorporates a number of tried and tested businesses that have excelled in the family office and business strategy sector.

This reflects the background and motivations of our Founders, whose long-standing careers in the private banking marketplace has served them to not only define, but comprehensively implement and deliver, a suite of capabilities that enables us to compete with the most prestigious private banks and wealth managers, in the UK and internationally.

Performance

Private Label Wealth

  • UK and International Custody of client assets via FCA regulated institutional custodian

  • Capital Adequacy Requirement, FSCS Levies, Professional Indemnity Insurance and FCA fees included

  • DocuSign paperless technology

  • Client Online Access, including mobile app

  • Quarterly Valuations and MIFID II reporting including Consolidated Tax Vouchers and CGT reports

  • Account Opening and Middle office services, including KYC, AML, PEP and sanctions screening

  • Detailed Management Information

  • Client Buy Out facility for retiring advisers

  • Business Consultancy and Corporate Finance Services for clients with private companies looking for business sale or exit

  • Compliance oversight and FCA reporting

  • Proven discretionary investment management service using quantitative institutional methodology and approach, including short term tactical positioning. [Potential to create own sub-mandates depending on AUM]

  • Institutional Investment Research and technology, including Bloomberg data

  • Integrated Portfolio Management and CRM Tools using best in class providers and straight through technology

  • Access to Private Banking Services through wholesale agreements with well-known institutions

  • Access to all UK Product Wrappers, including SIPPs/SSAS/Offshore Bonds/ISAs, General Investment Accounts

  • Access to financing solutions, HNW mortgages, estate protection and risk management services

  • Best in class client suitability reports, paraplanning and technical administration offered as part of the service proposition.

Lets talk
Unrivalled clarity.

It’s in the DNA of everything we do

Our mark of excellence represents the fundamental values, know-how, expertise, technology and resources that are integral to what we do. Our group subsidiaries and joint venture partners all carry this logo to endorse their exclusive membership.